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Good morning PAPALPOWER!
You really did give this thread NEW LIFE!,
Could you now get EBAY to buy it at a quid a share?
C H E E R S

...I'm on EVS as well capetown....promise..I'm not stalking you...

capetown

What is obvious and staring everyone in the face is that from interims to year end (June) they have had a near 100% increase in revenue.

How many companies in this sector could withstand (or even get) a 100% increase in revenue in 6 months let alone not get some working cap strain from the massive growth.

Telling the market that should have risen the price at the trading statement not sent it down, and that down drop was just a gang of derampers frightening people with negative comments, as I see no institutions sold and some have likely been increasing their holdings (thats why I am watching the for T trades). Why did the derampers want the price down is the million dollar question.

To give the little boys like me SLEEPLESS nights,
I am FIRM believer in DYOR,but i could not resist the top up after you got your 5k,i took the opportunity to average down my price as i mentioned with a further 2k,i am now almost at breakeven,so sleeping well on 600 thou,shares that is.!
CHEERS!!

Maybe they've gone short PapalPower??

Hey MR MOLE,good to see you on this one too!,

Don't forget this in the trading statement. Was it a warning of things to come?

"While this is an important part of the UK market it has always been and continues to be a volatile sector. Our strategy is not to grow this business further.."

Maybee its BIG enough for NOW!!

Hello.... I see same familiar names here on moneyam!!

Hi All,

I think the MM's will push on higher this afternoon, look out for MM buying again :)

Cheers,
PM

Haystack that is only a part of the statement, if anyone wants to see the full parts of the statement and not just a cut and copy of certain out of context words then the whole statement is in my earlier post.

Having grown revenue 75% on the year (100% between end of first half and second half) they say they have achieved best possible growth in that sector with best margin. They are now growing the Retail sector.

Corporate Synergy Forecast is 23 million revenue to be reported in the results and estimates 32 million next year, another nearly 50% increase again coming from the retail side which is where their focus is now.

Terrible deramping Haystack , you are showing how pathetic you are now.

Hi Paul will be watching for MM buying and also T trades at the end of the day.

Hi morj good to see you here, as you can see we have to keep Haystack and his failed deramping in order.

I'll be more than happy with a 0.2p rise each trading day, leading upto the results day.... (if I may be slightly more greedy)... and then we see real fireworks.... now that would be nice

;)

PP

But this is the part of the TS that is most imprtant as their growth has come from the calling card business.


"While this is an important part of the UK market it has always been and continues to be a volatile sector. Our strategy is not to grow this business further.."

Pal, i suppose views from either side help keep our feet on the ground and probably more aware of various probable scenarios, good or bad.... we all have a part to play in our own humble ways i guess.......our own interests resulting in the greater good somehow.... that's the power of the market forces!! It's definitely great to have the market on our side!!

:)

Another point is the VOIP expansion as EVS have an appropriate VOIP infrastructure for outgoing international calls but are building for a cost-effective full UK coverage to BT etc when BT's 21st Century Network comes on line. (Cardiff will be first city in March 2006 with full roll-out by 2008)

Lots more growth coming in the years ahead.


The VOIP info from the very useful poster unionhall who has done much detailed research on Envesta !

Yes morj I am very happy for negative views to counter positive and it makes good assesment possible, but to take a few words out of context or try to compare with IDN when they are in different circumstances is poor. Never mind, onwards and upwards.

Haystack why not put in the other part of that paragraph;

'Existing Managed Wholesale Business

The Managed wholesale business continues to operate in a very important part of
the UK International market-place. Our current commissioned research shows that
the market for International telecoms via a pre-paid calling card remains
significant at 495 million per annum(1). While this is an important part of the
UK market it has always been and continues to be a volatile sector. Envesta
competes in this market by continually seeking new niche opportunities.
Our strategy is not to grow this business further, but use it as a foundation
from which to move deeper into retail products thus removing our reliance on
this single market.'

Or do you not want people to see the move to retain current levels of card business and then grow the retail sector ?

Corporate Synergy on the 2nd Sept forecast revenue up from 23 million to 32 million giving 50% growth coming from the retail side in the coming year, looks fine for me.

I love this someone challenged me that the Hemscott Premium information I copied over was false about a Corporate Synergy 2nd Sept forecast. So I checked and copied it over and there has been an update, Corporate Synergy said same again but now on the 9th Sept. This is why the buying started this Monday as they reiterated on last Friday.

Envesta Telecom PLC
Detailed Broker Forecasts



2005 2006
Broker Date Rec Pre-tax () EPS (p) (p) Pre-tax () EPS (p)
Corporate Synergy 09-09-05 None 1.10 0.34 2.00 0.66
Seymour Pierce 22-07-05 BUY 1.10 0.30 2.00 0.57

Consensus 1.10 0.32 2.00 0.62
1 Month Change -0.00 0.00 0.00 0.01
3 Month Change -0.00 0.00 0.00 0.01

I agree with you papalpower..... any comments made, positive or negative, should be sufficiently backed up by facts & figures.... taking them out of context is misleading & can be financially harmful.